See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,919 | $50,175+1.5% | $99,443-48.8% | $65,185-21.9% |
| Participation rate | 24.1% | 68.4%-44.4pp | 73.8%-49.8pp | 70.2%-46.1pp |
| Annual return | 21.34% | 25.36%-4.0pp | 30.72%-9.4pp | 29.38%-8.0pp |
| Employer contribution / active EE | $283 | $1,496-81.1% | $2,540-88.8% | $2,177-87.0% |
| Participant deferral / active EE | $2,166 | $2,748-21.2% | $3,619-40.2% | $3,514-38.4% |
| Admin fee / account holder | $18 | $398-95.4% | $6,250-99.7% | $847-97.8% |